Cambridge Investment Research Advisors
JXN icon

Cambridge Investment Research Advisors’s Jackson Financial JXN Stock Holding History

Cambridge Investment Research Advisors’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.19M Sell
60,489
-2,791
-4% -$302K 0.01% 905
2026
Q1 		$6.69M Sell
63,280
-2,549
-4% -$285K 0.02% 807
2025
Q4 		$7.02M Sell
65,829
-17,874
-21% -$1.78M 0.02% 748
2025
Q3 		$8.47M Sell
83,703
-1,486
-2% -$139K 0.02% 639
2025
Q2 		$7.56M Sell
85,189
-17,129
-17% -$1.39M 0.02% 660
2025
Q1 		$8.57M Buy
102,318
+991
+1% +$88K 0.03% 566
2024
Q4 		$8.82M Buy
101,327
+9,250
+10% +$903K 0.03% 538
2024
Q3 		$8.4M Sell
92,077
-1,041
-1% -$86.8K 0.03% 568
2024
Q2 		$6.92M Buy
93,118
+12,657
+16% +$904K 0.03% 604
2024
Q1 		$5.32M Sell
80,461
-2,153
-3% -$117K 0.02% 709
2023
Q4 		$4.23M Sell
82,614
-3,638
-4% -$160K 0.02% 788
2023
Q3 		$3.3M Sell
86,252
-7,013
-8% -$245K 0.02% 878
2023
Q2 		$2.85M Buy
93,265
+18,824
+25% +$606K 0.01% 961
2023
Q1 		$2.79M Buy
74,441
+20,390
+38% +$837K 0.01% 946
2022
Q4 		$1.88M Sell
54,051
-5,069
-9% -$176K 0.01% 1108
2022
Q3 		$1.64M Buy
59,120
+1,393
+2% +$41.2K 0.01% 1154
2022
Q2 		$1.54M Buy
57,727
+10,983
+23% +$400K 0.01% 1185
2022
Q1 		$2.07M Buy
46,744
+18,104
+63% +$754K 0.01% 1117
2021
Q4 		$1.2M Buy
+28,640
New +$938K 0.01% 1456

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Cambridge Investment Research Advisors's JXN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Jackson Financial (JXN) stake by 4.4% in Q2 2026, selling an estimated $302K and leaving 60,489 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #905.

Cambridge Investment Research Advisors first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.82M in Q4 2024. 155 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Cambridge Investment Research Advisors held 60,489 shares of Jackson Financial worth $6.19M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,791 Jackson Financial shares in Q2 2026, an estimated $302K.
  • Jackson Financial made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #905 holding.
  • Cambridge Investment Research Advisors first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's Jackson Financial position peaked at $8.82M in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.